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Paychex

696 hedge funds and large institutions have $10.2B invested in Paychex in 2014 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 272 increasing their positions, 251 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+17
Holders Change %
+2.5%
% of All Funds
20.12%
Holding in Top 10
9
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-43.75%
% of All Funds
0.26%
New
68
Increased
272
Reduced
251
Closed
44
Calls
$146M
Puts
$61M
Net Calls
+$85.1M
Net Calls Change
+$36.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OCG
401
Opus Capital Group
Ohio
$848K +$29K +680 +4%
AHS
402
Aspiriant Holdings S3
California
$843K -$5.71K -134 -0.7%
WTC
403
WhitTier Trust Company
Nevada
$841K -$8.39K -197 -1%
Creative Planning
404
Creative Planning
Kansas
$833K -$539K -12,657 -39%
SM
405
Stratton Management
Pennsylvania
$824K
ACS
406
Archford Capital Strategies
Illinois
$823K +$823K +19,326 New
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$820K +$5.54K +130 +0.7%
HR
408
Howe & Rusling
New York
$815K +$728K +17,091 +834%
IIC
409
Ironwood Investment Counsel
Arizona
$810K -$8.52K -200 -1%
BFEC
410
Benjamin F. Edwards & Company
Missouri
$809K +$48K +1,128 +6%
IPRC
411
Indices-Pac Research Corporation
New Jersey
$809K +$809K +18,992 New
SI
412
Stephens Inc
Arkansas
$800K +$41.5K +973 +5%
HK
413
Horizon Kinetics
New York
$785K +$287K +6,736 +58%
HCM
414
Horan Capital Management
Maryland
$784K -$160K -3,760 -17%
PLFAM
415
Pineno Levin & Ford Asset Management
Virginia
$780K -$85.8K -2,014 -10%
FMT
416
First Mercantile Trust
Tennessee
$777K -$29.7K -697 -4%
SIM
417
Sentry Investment Management
Wisconsin
$767K
V
418
Veritable
Delaware
$766K -$63.1K -1,480 -8%
NGA
419
Naples Global Advisors
Florida
$766K +$12.8K +300 +2%
SFSG
420
Stearns Financial Services Group
North Carolina
$765K -$19K -447 -2%
BG
421
Bollard Group
Massachusetts
$761K +$761K +17,875 New
MDCM
422
Morgan Dempsey Capital Management
Wisconsin
$746K -$12.6K -296 -2%
CM
423
Castleark Management
Illinois
$739K
SWM
424
SVA Wealth Management
Wisconsin
$722K +$13.3K +313 +2%
ST
425
Somerset Trust
Pennsylvania
$721K +$33.9K +796 +5%